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OWN Sync for ConnectWise
Posted: 10:40 am
February 18th, 2010
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ExchangeDefender

At last years ConnectWise Summit we released what is arguably the most sophisticated integration of cloud services in ConnectWise – not only do we post statistics into ConnectWise but we use the web services API (integrator login) to integrate our support directly into ConnectWise without using the ConnectWise network or a ConnectWise CAL. This makes OWN cloud services beyond comparison with anything else in the MSP industry because we are a software company that actually supports it’s products – for free!

Ever since that release we’ve been hounded by partners to provide the missing piece of the cloud in the integration: billing.

The beauty of cloud solutions is that clients can manage themselves – MSPs can be more profitable because they don’t have to waste expensive engineer hours to do mundane tasks like password resets and account additions/deletions/changes. Users can self-service themselves and the MSPs are there to provide an SLA and high end support.

Cloud certainly paints a pretty picture – until the last day of the month when some unfortunate accountant or MSP owner has to spend a few hours sitting around, clicking through companies and agreements and updating the billing counts by hand. We counted – it takes 8 clicks to update an agreement from the main CW screen. Per company. Per agreement. We can do better than that :)

owntocwMeet OWN Sync for ConnectWise – the one click agreement sync framework that takes all of OWN services and updates them in seconds. The first time you run it you will be prompted to set service default prices that you charge your clients. This will save you a ton of time on data entry:

owntocw-servicesetup-firstrun 

The second screen will allow you to adjust those prices – so if you charge different rates for different companies you can do so here:

owntocw-final

Just match the companies with the services, review your prices, click finish and you’re done. All seat counts are simultaneously sync’ed and you’ve just turned that “invoice day” into a half day Friday.

We’ll start rolling the software out to our ExchangeDefender Service Providers on Monday. You can download the brochure here. Please note that this is only available to our service providers, and while it does update all of our services across the board, it is only available to the partners that resell the $150/$200 MSP package.

So you asked what we’re going to do for our MSPs to make it worth not going one mailbox at a time – this is the first step! For the next step you’re really going to want to check out our newsletter today about ExchangeDefender 6 details.

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